Cindy Jones, Director of Operations
Those of you already acquainted with Cindy know just how special she is. For those who haven't yet met Cindy, she brings decades of experience managing operations and providing support to over $300 million of assets under management. Cindy and Nicole first worked together in January 2015 and immediately hit it off. They are pleased to be back together again with Cindy joining in the fall of 2022. They share many of the same values including a strong work ethic, the tenacity to solve problems, and a desire to provide best-in-class client service. An expert in managing systems, Cindy will continue to build out the firm's processes as the company continues to grow. She will also assist Nicole in providing exceptional client experiences. Cindy is here to help serve you.
Please feel free to contact her at [email protected] or 248.392.5362.
Additional Support Team
Charles Schwab, Account Custodian + Traders
Schwab Advisor Services, now merged with TD Ameritrade Institutional, is one of the largest custodians of Registered Investment Advisor (RIA) fiduciary assets, providing custodial, technological, operational, practice management, and trading support to over 13,000 independent investment advisors, representing about $3.47 trillion in client assets. (as of November 30, 2021)
TD Ameritrade Institutional, Account Custodian + Traders
Recently merged with Schwab Advisor Services, TD Ameritrade Institutional is working to integrate the strengths of their firm into the Schwab platform, including iRebal which is designed for a more effective, consistent, and tax-efficient trading and rebalancing software.
Christine Ward, Director of Client Communications
A former adjunct professor at College for Creative Studies in Detroit and 30-year industry veteran, Chris specializes in building brands, including creative and art direction as well as content creation. She is responsible for designing all client communications, directing videos and photo shoots, and developing the social media and press strategy of Prosperity Wealth Strategies.
MyRIACompliance, Compliance Consultants
MyRIACompliance combines a team of on-demand compliance experts with an online software platform to help over 2,000 Registered Investment Advisor (RIA) firms manage and automate regulatory compliance and cybersecurity responsibilities.